Toggle SlidingBar Area
Call Us Today! 855-727-5356

U.S. Performance Dashboard – April 2023

By | May 1st, 2023|General, Markets, Quarterly Market Review|

  • Lingering concerns around inflation, coupled with recession jitters stemming from continued turmoil within the banking space, led to uncertainty over the Fed’s future rate hike trajectory. Despite the ambiguity, better than expected Big Tech corporate earnings managed to sustain the U.S. market in April.
  • Boosted by the strength of mega caps, the S&P 500® posted a gain of 2% in April, outpacing smaller caps, with the S&P MidCap 400® down 1% and the S&P SmallCap 600® down 3%.
  • A return to defense meant that Communication Services and Consumer Staples were the best-performing sectors for the month, both up 4%. Momentum and Low Volatility led among factors, while High Beta was the laggard.
dashboard-us-2023-04
Read More
 0

U.S. Performance Dashboard – March 2023

By | April 3rd, 2023|Markets, Quarterly Market Review|

  • Accompanied by shock waves from the demise of Silicon Valley Bank, Signature Bank and Credit Suisse, the first quarter was characterized by turbulent swings in inflation and rate hike expectations.
  • Despite the surrounding chaos, the market managed to rebound in March. Boosted by Information Technology, the S&P 500® posted a gain of 7.5% in Q1, outpacing smaller caps, with the S&P MidCap 400® up 4% and the S&P SmallCap 600® up 3%.
  • A flight to quality sentiment meant that Information Technology and Communication Services were the best-performing sectors for the quarter, up 22% and 21%, respectively. Financials was, unsurprisingly, the sectoral laggard. High Beta and Growth led among factors, while defensive strategies lagged.
Ma
Read More
 0

U.S. Performance Dashboard – February 2023

By | March 1st, 2023|General, Markets|

  • Market jitters returned in February, characterized by concerns over inflation and its impact on rates. In a reversal of January’s rosy performance, the S&P 500® finished down 2%. Smaller caps performed slightly better, with the S&P SmallCap 600® down 1%..
  • Fears of rising rates spread overseas, with the S&P Developed Ex-U.S. BMI and the S&P Emerging BMI underperforming the U.S. and finishing with losses of 3% and 6%, respectively.
  • Information Technology was the only S&P 500 sector to post a gain, with Energy in the rear. All reported U.S. equity factors posted losses
dashboard-us-2023-02
Read More
 0

U.S. Performance Dashboard – January 2023

By | February 1st, 2023|Markets|

  • After a rollercoaster 2022 and despite mixed earnings results, January was a rosy start to the new year, characterized by better-than-expected GDP growth, a slowing pace of inflation and expectations of reduced rate hikes by the Fed, with the S&P 500® up 6%, posting its best January performance since 2019. Smaller caps performed relatively better, with the S&P MidCap 400® and S&P SmallCap 600® both up 9%.
  • International equities outperformed the U.S., boosted by a weakening U.S. dollar and China’s reopening, leading the S&P Developed Ex-U.S. BMI and the S&P Emerging BMI to gains of 8% and 7%, respectively.
  • In a sharp reversal from last year, most S&P 500 sectors posted gains, with Consumer Discretionary in the lead. High Beta led among reported U.S. equity factors, while Low Volatility and Momentum lagged.           dashboard-us-2023-01
Read More
 0

U.S. Performance Dashboard – November 2022

By | December 1st, 2022|General, Markets|

  • A rally on the last trading day of November capped off a month of relief for the market in the form of easing inflation and optimism surrounding a potential slowing pace of U.S. rate hikes. The S&P 500® posted its second consecutive month of gains, with a total return of 6%. The S&P MidCap 400® and S&P SmallCap 600® were up 6% and 4%, respectively.
  • All S&P 500 sectors finished higher with Materials in the lead and every reported U.S. equity factor index also rose, led by High Beta.
  • Performance among commodities was mixed, with gains in Industrial and Precious Metals and declines among Livestock, Agriculture, and particularly Energy.
dashboard-us-2022-11
Read More
 0

U.S. Performance Dashboard – October 2022

By | November 1st, 2022|General, Markets|

  • Shrugging off disappointing “Big Tech” earnings and still-elevated inflation, hopes for a slowing pace of U.S. rate hikes helped the S&P 500® to its best month since July, with a total return of 8%.
  • Outside the tech titans, earnings figures have been relatively encouraging and smaller companies have been riding the positive sentiment to double-digit gains. The S&P MidCap 400® and S&P SmallCap 600® were up 11% and 12%, respectively.
  • Every S&P 500 sector finished higher with Energy in the lead and every reported U.S. equity factor index also rose, led by Value and Momentum.
October Dashboard
Read More
 0

U.S. Performance Dashboard – August 2022

By | September 1st, 2022|General, Markets|

  • U.S. equities began August continuing in rebound mode but reversed course to end the month in negative territory after a hawkish Fed and recession fears weighed on investors. The S&P 500® posted a loss of 4%, while the S&P MidCap 400® and S&P SmallCap 600® performed similarly with 3% and 4% declines.
  • All factor indices posted losses, with High Beta and Growth in the rear.
  • Most sectors posted losses; Energy and Utilities were the exceptions.

 

dashboard-us-2022-08
Read More
 0

U.S. Performance Dashboard – July 2022

By | August 1st, 2022|General, Markets|

  • After a tumultuous first half of the year, U.S. equities staged a stellar comeback in July, driven by Big Tech outperformance and anticipation of a potential slowing in the pace of future rate hikes by the Fed. The S&P 500® posted a gain of 9%, while the S&P MidCap 400® and S&P SmallCap 600® performed relatively better.
  • All factor indices posted gains, with High Beta and Growth in the lead.
  • All sectors posted gains, with Consumer Discretionary and Info Tech in the lead.

 

dashboard-us-2022-07
Read More
 0

U.S. Performance Dashboard – February 2022

By | March 2nd, 2022|Markets|

  • U.S. equities faced a challenging February, with escalating geopolitical concerns including Russia’s invasion of Ukraine along with uncertainty over the Fed’s rate hike trajectory resulting in the S&P 500® briefly trading in official correction territory.  Smaller-caps outperformed, with the S&P MidCap 400® and S&P SmallCap 600® both up 1%.
  • International performance was also disappointing, with the S&P Developed Ex-U.S. BMI down 1% and the S&P Emerging BMI down 3%, as swings in oil prices amid Ukraine-Russia tensions roiled markets.
  • High Beta was the only factor to post a gain, with Growth in the rear.
dashboard-us-2022-02
Read More
 0

U.S. Performance Dashboard – January 2022

By | February 1st, 2022|Markets|

  • Anxiety about impending rate hikes as well as a tapering in asset purchases by the Fed to combat inflation led to the worst monthly performance for U.S. equities since March 2020, with the S&P 500® down 5% in January. Smaller caps performed even worse.
  • International performance was also disappointing, with the S&P Developed Ex-U.S. BMI down 5%. The S&P Emerging BMI, down 1%, fared slightly better, aided by strong performance in Latin America, although headwinds included Ukraine-Russia tensions as well as the Fed’s hawkish stance.
  • Given the risk-off sentiment, Dividend and Value strategies led. Growth was the laggard, down 8%.
January 2022 Market Update
Read More
 0
Load More Posts

We are held to the Fiduciary Standard

  • Our operations are fully transparent. We will always put your interests first.

  • We have a "duty to care." We are legally bound to continually monitor not just your investments but your ever-changing financial situation as well. We never stop working for you.

  • We are a fee-only adviser. Nothing is hidden.

  • Park and Elm Investment Advisers, LLC (Park and Elm) is a registered investment adviser in the State of Washington, Illinois, Ohio and Indiana. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

    • We’d Love to Hear From You. Lets Get In Touch.

    Your Name (required)

    Your Email (required)

    Subject

    Your Message

    captcha